Recent rumors about Tesla's new battery have been full of twists and turns. First, it was reported that domestic Tesla would use the "cobalt-free battery" of Contemporary Ampere Technology Co., Ltd., and then it was revealed that the so-called "cobalt-free battery" was only lithium ferrous phosphate (hereinafter referred to as "LFP").
Subsequently, Tik Tok, the official official of Tesla Giga Shanghai, announced that no cobalt does not mean that it must be lithium ferrous phosphate. Just a few words make the new battery more mysterious.
The latest news comes from a person close to Tesla, saying that the new battery is a combination of dry battery technology and supercapacitor. A series of news made the stock market fluctuate. First, the share price of cobalt fell sharply, and then the share price of supercapacitor-related companies rose sharply. Tesla's influence can be seen.
Will domestic Tesla really carry LFP of Contemporary Ampere Technology Co., Ltd.? Is cobalt-free battery groundless? What will Tesla's new battery technology be? The answers to these questions will not be revealed until the Tesla battery conference in April. At present, we can only make the following reasonable guesses through the existing information.
LFP is a transitional product, and cobalt-free batteries are the future.
First of all, it must be corrected. It is very imprecise to say that cobalt-free batteries are LFP!
Cobalt-free battery is a new technology, and it is also a subject that the whole lithium battery industry is actively tackling. It refers to finding a cheaper and energy-free material to replace the existing cobalt element under the existing high nickel route, so as to achieve the same performance and stability as the existing ternary lithium battery.
For more information about cobalt-free batteries, please refer to AutoLab's previous tweet to launch cobalt-free batteries before Panasonic. Will the Great Wall surpass BYD in the new energy track?
Although LFP does not contain cobalt, it is different from cobalt-free batteries. Domestic Tesla carrying LFP of Contemporary Ampere Technology Co., Ltd. was beaten by many parties, but this cannot be interpreted as "Tesla adopts cobalt-free batteries provided by Contemporary Ampere Technology Co., Ltd.".
The LFP Contemporary Ampere Technology Co., Ltd. carried by Tesla is also helpless. According to Tesla's official statement, by mid-2020, Model? The localization rate should reach 70% and 100% by the end of the year, so it is urgent to find cheap battery supply in China.
However, at present, whether it is the 2 170 battery provided by Nanjing LG Chemical or the popular product NCM of contemporary Ampere Technology Co., Ltd.? 8 1 1, which are not comparable to the preferential prices obtained by Tesla USA in Panasonic. In order to get enough profit, we have to be satisfied with LFP.
AutoLab guess, domestic models? 3 and the future model? Y will be equipped with the production model of LFP Contemporary Ampere Technology Co., Ltd., and will soon launch the domestic rear-drive long-life model? 3. Model? Y will continue to be equipped with 2 170 batteries provided by LG Chem.
In addition, thanks to contemporary Amperex Technology Co., Ltd., limited CTP technology and Tesla's excellent BMS, the performance of Tesla equipped with LFP may not shrink too much.
As for the cobalt-free battery, AutoLab thinks it will not be groundless. It is impossible to carry a cobalt-free battery at present, but it does not mean that it will not be in the future.
After all, LFP is a transitional scheme. Tesla is likely to sign a cooperation with Contemporary Ampere Technology Co., Ltd. to enjoy the technology and develop cobalt-free batteries. This cooperation will also help Musk to purchase LFP from Contemporary Ampere Technology Co., Ltd. at an ideal price.
Supercapacitor+dry battery technology is worth looking forward to.
If the cobalt-free battery is just a cooperation agreement, it is necessary for Tesla to release supercapacitor+dry battery technology at the battery conference.
Cobalt-free battery is only a cooperation agreement, Tesla's share price is bound to fall, and the value of supercapacitor+dry battery technology may be more beneficial to hedge the risk of stock price decline.
This does not mean that Tesla's supercapacitor+dry battery technology is purely a gimmick. After all, PPT drawing cakes is too unobtrusive.
Supercapacitor+dry battery technology, as the C position of Tesla battery conference, comes from a battery technology company acquired by Tesla in May 2065438+2009.
Please refer to the previous tweet (CES preview? |? What's the secret of charging an electric motorcycle for two minutes and cruising for 300 kilometers? Simply put, supercapacitors are like springs, which charge quickly and discharge quickly. It takes five seconds to be a real man.
This technology will be gradually applied to various models of Tesla. The most feasible scheme is to connect the super capacitor to the power recovery system, charge it when braking, and discharge it when it needs to be accelerated rapidly, so as to improve energy efficiency and accelerate performance. At the same time, due to the less load of the battery during rapid acceleration, the battery life is also extended to a certain extent.
As for dry battery technology, of course, it does not refer to our common "Fu Nan VII". According to Maxwell's patent, it should be called dry battery electrode technology, which is different from the traditional lithium battery in preparation technology, which can reduce the cost and improve the battery capacity.
When this technology can be applied to Tesla's production models and whether it can help the development of cobalt-free batteries will not be announced until the battery meeting in April.
To sum up, the terms LFP, cobalt-free battery, supercapacitor and dry battery technology may all appear at the Tesla battery conference, but who is the C position still needs to be polished.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.